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Latitude Advisors’s Pfizer PFE Stock Holding History

Latitude Advisors’s Portfolio PFE Stock Details PFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$190K Sell
6,664
-4,252
-39% -$113K 0.06% 256
2026
Q2 		$263K Sell
10,916
-792
-7% -$20.7K 0.1% 210
2026
Q1 		$329K Sell
11,708
-550
-4% -$14.6K 0.15% 157
2025
Q4 		$305K Buy
12,258
+954
+8% +$24.1K 0.13% 161
2025
Q3 		$288K Sell
11,304
-1,192
-10% -$29.4K 0.13% 157
2025
Q2 		$303K Sell
12,496
-703
-5% -$16.4K 0.15% 148
2025
Q1 		$334K Sell
13,199
-448
-3% -$11.7K 0.19% 125
2024
Q4 		$362K Sell
13,647
-2,100
-13% -$57K 0.2% 108
2024
Q3 		$456K Buy
15,747
+923
+6% +$26.9K 0.26% 99
2024
Q2 		$415K Sell
14,824
-1,623
-10% -$44.7K 0.25% 88
2024
Q1 		$456K Sell
16,447
-1,037
-6% -$28.8K 0.29% 78
2023
Q4 		$503K Sell
17,484
-2,985
-15% -$90.2K 0.35% 75
2023
Q3 		$679K Buy
20,469
+1,324
+7% +$46.8K 0.49% 42
2023
Q2 		$702K Buy
19,145
+6,460
+51% +$251K 0.49% 37
2023
Q1 		$518K Sell
12,685
-184
-1% -$7.95K 0.37% 65
2022
Q4 		$659K Buy
12,869
+1,071
+9% +$51.3K 0.49% 39
2022
Q3 		$516K Buy
11,798
+180
+2% +$8.75K 0.43% 47
2022
Q2 		$609K Sell
11,618
-20,584
-64% -$1.05M 0.56% 40
2022
Q1 		$1.67M Buy
32,202
+18,232
+131% +$946K 0.38% 55
2021
Q4 		$825K Sell
13,970
-807
-5% -$40K 0.23% 93
2021
Q3 		$636K Buy
14,777
+7,497
+103% +$332K 0.2% 101
2021
Q2 		$285K Buy
7,280
+580
+9% +$22.6K 0.21% 116
2021
Q1 		$243K Buy
+6,700
New +$238K 0.2% 126

Other funds holding PFE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Latitude Advisors's PFE Position: Q3 2026 in Review

Latitude Advisors reduced its Pfizer (PFE) stake by 39% in Q3 2026, selling an estimated $113K and leaving 6,664 shares worth $190K. The position accounts for 0.06% of the portfolio, ranked #256.

Latitude Advisors first reported a position in PFE in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.67M in Q1 2022. 1,743 funds tracked by Wall St. Rank hold PFE as of Q3 2026.

  • Latitude Advisors held 6,664 shares of Pfizer worth $190K as of Q3 2026.
  • Latitude Advisors sold 4,252 Pfizer shares in Q3 2026, an estimated $113K.
  • Pfizer made up 0.06% of Latitude Advisors's portfolio in Q3 2026, its #256 holding.
  • Latitude Advisors first reported a position in Pfizer in Q1 2021 and has held it in 23 quarters since.
  • Latitude Advisors's Pfizer position peaked at $1.67M in Q1 2022.
  • 1,743 funds tracked by Wall St. Rank held Pfizer as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.